Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees range from 0.50% to 2.00% per year, depending on the investment strategy's complexity and account size. Fees are paid monthly in arrears. Hourly fees for financial planning or investment advice are $300 per hour and may be negotiable. Fixed fees for comprehensive financial planning range from $1,000 to $25,000 per plan, depending on the scope and complexity. The minimum household account requirement is $2,000,000, but may be waived at the Advisor's discretion.
Areas of Practice
Advisor Information
Office location
1310 South Tryon Street, Suite 101, Charlotte, NC, 28203
Get directionsRegulatory History (1)
Regulatory
August 2006Other Business Activities
John is a manager at DJS Investments, LLC, a real estate company, since 2007, and a general partner at Defender Capital Partners LLC, an investment fund, since 2013. He spends about 10-20% of his time on each activity, providing management oversight and overall management responsibility, respectively.